Shipping Administration Reports

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Report Manager

Report Manager allows the shipping administrator to add, edit and delete report types, as well as run reports for shipments processed in the past 45 days. The manager is accessed by selecting the Admin Reports tab on the Shipping Administration screen. For detailed help with sections on this screen, you may either continue reading, or select one of the following specific topics. You may also click the Help link at the top of each section.

Generate a report

  1. In the Select Report section, use the drop-down menu to select the report you want to run.
  2. In the Select Dates section, click the calendar icons to choose the beginning date and ending date for your report.
  3. Click Create report to generate the report. You can view and print the entire report, or track any shipment from within your report by clicking the tracking number. You can download the entire report by saving it to your local hard drive in comma-separated values (.csv) format.

Create a new report

Click Add new report to create a new report. For detailed help with sections of the Add Report screen, you may either continue reading, or select one of the following specific topics. You may also click the Help link at the top of each section.

Edit a report

  1. Select a report from the Select report drop-down menu, and click Edit.
  2. Make your changes on the Edit Report screen and click Create report. Please note that you can edit an existing report and save it under a new name.
  3. For detailed help with sections on the Edit Report screen, you may either continue reading, or select one of the following specific topics. You may also click the Help link at the top of each section.

Delete a report

Select a report from the Select report drop-down menu, and click Delete. Click OK to confirm the deletion and remove the report form the system.

Select report

  1. To edit, delete or generate a report, choose the report from the Select report drop-down menu and click Edit, Delete or Create report.
  2. For detailed help with sections on this screen, you may either continue reading, or select one of the following specific topics. You may also click the Help link at the top of each section.

Select department

Select the department from the Select department drop-down menu.

Select dates

Select the beginning date and ending date for your report using the calendar icons. Please note that dates are not saved in report settings.

Select fields

Click Select all to include all of the fields in your report, or select the individual fields you want included.

Select sort fields

Select the fields by which you want to sort the report from the Sort 1, Sort 2 and Sort 3 drop-down menus. If you want to group your report by subtotals, select Subtotal report. Your report is grouped and subtotaled according to the sort options selected.

Select report name

Select Save report when you have finished defining the settings for your report. To save the report under a different name, enter the new name in the text box. By default, the text box contains the name of the current report.

Import Features

With the import feature, you can import user, department and reference files. See below for detailed instructions on completing the import templates and for the proper layout and format of the data. The file must be saved to a comma-separated values (.csv) format prior to importing into shipping administration.

  • Department and user records: a maximum of 250 records can be imported at one time. If you need to import more than 250 records, you must divide the records up into as many files as are necessary to accommodate this requirement, and import them separately.
  • Reference records: a maximum of 5,000 reference records can be imported at one time. If you need to import more than 5,000 records, you must divide the records up into as many files as are necessary to accommodate this requirement, and import them separately. A maximum of 250,000 reference records are allowed in shipping administration.

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Import/export a file

  1. Select the type of file that you will be importing or exporting from the Import/Export Type dropdown:
    • Invite Users
    • Create Users
    • Add References
    • Replace References
    • Add Departments
    • Update Departments
    • Department Accounts
    • Update Users
    • Delete Users
    • Export References
    • Export Department
    • Export Users

    If an import file type is selected, enter the location and name of the file to import or click Browse and select the file to import. The file must be in a comma-separated values (.csv) format.
  2. Click Import. You will receive a message that your file is importing. If the import is successful, you receive an Import Successful message. If the import contains errors, the Import Successful with Errors screen displays.

    Note: If you need to cancel importing a file, click Cancel to stop the import and return to the previous screen.
  3. If an export file type is selected, click Export. The dialog page for your operating system displays. Select to open or save the exported data in a comma-separated values (.csv) format.
  4. For detailed help with sections on this screen, you may continue reading below, or jump to one of the following specific topics. You may also click the Help link at the top of each section: More info

Import file location

Enter the location and name of the file to import or click Browse and select the file. The file must be in a comma-separated values (.csv) format.

More info

Download import templates

Select Download import template type form the drop-down list. Then select to open or save the import template spreadsheet. The spreadsheet displays the layout of the import file.

More info

Export

You can export department, user, and reference files.